James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits